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Create a new agenda template

How do I create an agenda template for my meetings?

Steve Tapley avatar
Written by Steve Tapley
Updated over a year ago

Click the Platform Configuration cog, then click Configure Organisation

Under the Organisation heading, click on Actions

On the right-hand side of the screen, click on Add Agenda Template

From here you can create your template. Enter a name for the template, and add the recurring agenda items you want to have

Add each agenda item, which can also be edited, deleted or moved as necessary. Save & Close when done

What happens next?

When you setup a meeting you can then import the agenda template you created

Select template and select Import

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